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Todd Lee Brockwell

1900 WEALTH MANAGEMENT LLC·SAN ANTONIO, Texas
Unclaimed Profile
1900 BROADWAY, SAN ANTONIO, TX 78215CRD# 6711710Firm CRD# 175346
01

About

Todd Lee Brockwell is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with 1900 WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
1900 WEALTH MANAGEMENT LLC
1900 WEALTH
AUM
$1.9B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at 1900 WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: CONSULTING FEES
Regulatory
SEC/IARD CRD# 6711710
Firm CRD# 175346
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Todd Lee Brockwell offer?
Todd Lee Brockwell specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Todd Lee Brockwell's credentials?
Todd Lee Brockwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Lee Brockwell located?
Todd Lee Brockwell is based in SAN ANTONIO, Texas, working with 1900 WEALTH MANAGEMENT LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Todd Lee Brockwell charge for services?
Todd Lee Brockwell's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1900 WEALTH MANAGEMENT LLC?
1900 WEALTH MANAGEMENT LLC has approximately 12 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at 1900 WEALTH MANAGEMENT LLC

Andrew Jackson Lewis
SAN ANTONIO, TX
Richard Rolle Dullnig
SAN ANTONIO, TX
Michael Richard Mcclain
SAN ANTONIO, TX
Paul Everette Mcsween
SAN ANTONIO, TX

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Research
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